Our Managers.
Our Managers

Individuals with complex financial situations can confidently place the ongoing management of their investment and financial affairs to Sheets Smith Wealth Management, trusting in our professional experience and responsiveness.

David B. Gilbert, a Chartered Financial Analyst, is Executive Vice President of Sheets Smith Wealth Management.  Mr. Gilbert has more than 30 years of experience as an investment analyst and portfolio manager. He specializes in managing portfolios of individual stocks, but uses selected mutual funds to provide exposure to foreign markets and gain instant diversification in smaller accounts.

Before joining Sheets Smith in 1994, Mr. Gilbert was President and co-founder of Salem Investment Counselors, Inc. where he managed approximately $200 million in marketable securities.  Mr. Gilbert's financial management experience also includes serving as Vice President in Capital Management of Wachovia Bank and Trust Company, N.A. in Winston-Salem. He holds a master of business administration degree from the University of North Carolina at Greensboro and a bachelor's degree from the University of Arkansas.